If your financial institution’s Wire Transfer security settings do not require wire approval under any conditions, this option will not appear in the Wire Transfer sub-menu options.
If your financial institution’s Wire Transfer security settings require wire approval, an administrator must approve templates before they can be used. Each template is assigned a status of Pending when it is first created and whenever it is modified. Company administrators and wire administrators can use this screen to review and approve or deny pending templates. (If a template is denied approval, the originator can make changes and resubmit it.)
To display the Template Approval screen:
· Select the Wire Transfer option on the Funds Transfer menu and then click Template Approval. The Template Approval screen appears.
For any template, click the magnifying glass in the Details column to see full details in a secondary browser window. The new window shows template data in a simplified, read-only format similar to the Template Maintenance screen.
After reviewing the templates, you can approve or deny them. Check the Select box next to each template that you want to approve and click the Approve button; check the Select box next to each template that you want to deny and click the Deny button.
After a template is approved, it becomes usable throughout the Wire Transfers service. After a template is denied, the originator (the user who created or most recently modified the template) can make further changes and resubmit the template for approval.